Cincinnati Member Honored as Wealth Manager

For the second consecutive year, EO Cincinnati member John Dovich and Tom Lalley of John D. Dovich & Associates LLC have been recognized among Cincinnati’s FIVE STAR Wealth Managers. Cincinnati Magazine conducted a survey of consumers who were asked to evaluate financial advisors based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. Wealth managers were also reviewed for regulatory actions, civil judicial actions and customer complaints as reported by the Financial Industry Regulatory Authority and other regulatory agencies. ​